Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Inderpal Singh Anand

CFS®, CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Inderpal Singh Anand Visit Inderpal Singh Anand's website


Our team

Karina Widdicombe

Client Service Coordinator

Krishna Kamath

Investment Specialist